Oliver’s Insights: 2018 – a list of lists regarding the macro investment outlook

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Introduction Although 2017 saw the usual worry list – around President Trump, elections in Europe, China, North Korea and Australian property – it was good for investors. Balanced super funds

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25 Jan 2018

The Fed hikes again, still gradual but likely to be a bit faster next year – implications for investors and Australia

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Key points The Fed has raised interest rates for the fifth time since first raising rates this cycle two years ago, taking the Fed Funds rate from a range of

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15 Dec 2017

Weekly market update – week ending 8 December, 2017

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Investment markets and key developments over the past week Shares had a few wobbles early in the past week with a bit of profit taking partly triggered by the US

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11 Dec 2017

Weekly market update – week ending 1 December, 2017

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Investment markets and key developments over the past week While US shares rose over the last week to new record highs helped by progress on tax reform and Jerome Powell

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04 Dec 2017

Weekly market update – week ending 22 November, 2017

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Investment markets and key developments over the past week While Chinese shares fell, US and Eurozone shares saw solid gains over the last week helped by good economic data as

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27 Nov 2017

Weekly market update – week ending 17 November, 2017

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Investment markets and key developments over the past week While Chinese shares rose 0.2% over the last week, US shares fell 0.1%, Eurozone shares fell 1.1%, Japanese shares lost 1.3%

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20 Nov 2017

Weekly market update – week ending 10 November, 2017

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Investment markets and key developments over the past week Share markets were mixed over the last week with US and Eurozone shares down a bit partly due to US tax

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13 Nov 2017

The medium term investment return outlook remains constrained

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Key points A further fall in investment yields across most major asset classes points to a constrained medium term return outlook. For a diversified mix of assets, this has now

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09 Nov 2017

RBA on hold for the 15th month in a row – likely to remain on hold out to late next year at least

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Once again, no surprises from the Reserve Bank of Australia which left the official cash rate on hold at 1.5% for the 15th month in a row following its November

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08 Nov 2017

Weekly market update – week ending 3 November, 2018

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Investment markets and key developments over the past week While US and Chinese shares slipped over the last week, Eurozone, Japanese and Australian shares pushed higher. The Australian All Ords

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06 Nov 2017